Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,507,586
-$66,811 QoQ
Shares Held
8,918
+3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#737
of 2,091 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Petros Family Wealth, LLC holds $1,507,586 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
8,918 | $1,507,586 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,507,586 | 8,918 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $1,574,397 | 8,642 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $956,959 | 7,416 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $741,443 | 5,451 | Shares | Other | 2025-10-17 | |
| 2025-06-30 | $601,269 | 5,040 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $630,858 | 5,109 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $614,992 | 5,398 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||